Events - Webinars

We invite you to an exclusive discussion on one of the most critical challenges for growing advisory businesses: designing and optimizing your team for sustainable success. Scaling your business is about building a team that enhances profitability, efficiency, and firm value while maintaining high-quality client service.

Join our industry experts, Jennifer Goldman, Business Transformer & Founder of My Virtual COO, and Andrew Town, Senior Consultant at FP Transitions, as they dive into these key discussion points:

• Strategic Team Structures: Understand the differences between a lifestyle, growth, and scalable business model and determine the best fit for your goals.
• The Value of Your Team: Learn how talent, compensation, and productivity directly impact your firm’s valuation and long-term success.
• Maximizing Team Potential: Explore strategies to enhance capacity and efficiency without unnecessary hiring.
• Smart Hiring & Compensation: Gain insights into attracting and vetting top talent, structuring compensation, and aligning incentives for business growth.
• Where to Begin: Walk away with actionable steps to design a team structure that supports your long-term vision.

Live Q&A Session: Get your biggest questions answered by experts!

Success for advisory businesses isn’t just about growing AUM—it’s about maximizing profitability, increasing firm value, and scaling operations efficiently. But how do top firms achieve this? The answer lies in data-driven decision-making.

Join Scott Leak, CFP®, CEPA®, in this insightful session as we explore how benchmarking your businesses Key Performance Indicators (KPIs) can provide a clear roadmap to success. Using FP Transitions' extensive industry data, we’ll highlight:

• What Sets High-Performing Firms Apart – Uncover the key metrics and strategies that drive sustainable growth and profitability.
• How to Benchmark Your Business – Learn how to assess your firm’s financial and operational health to make informed, strategic decisions.
• Next Steps to Elevate Your Firm – Whether you’re focused on growth, profitability, or preparing for a transition, gain actionable insights to take your firm to the next level.
• Is my business growing fast enough?

Live Q&A Session: Get expert answers to your biggest questions and walk away with a clear vision for a thriving, next-level advisory business.

Powerhouse advisory firms are not built overnight. It starts with a vision, a plan, and the right partnership to lay the groundwork for sustainable growth. This session will focus on one client’s journey—one that ensured leadership continuity, cultural alignment, and long-term business stability.

Join industry leaders Rick Kent, Kay Lynn Mayhue, CFP®, AEP®, RFC®, and Eric Leeper, CFA in this exclusive discussion, moderated by Suzanne Siracuse, as they reveal:

• The Origin Story of Merit’s Succession Plan – Merit Financial Advisors CEO Rick Kent, will discuss his vision for establishing the firm of the future and how FP Transitions assisted him in structuring a forward-looking strategy that is fueling the firm’s long-term success.
• The Leadership Transition That Shaped Growth – Merit’s President Kay Lynn Mayhue, CFP®, AEP®, RFC® shares her first-hand account in going from a seller to partner and firm leader.
• Best Practices for a Seamless Succession Plan – FP Transitions CFO and Partner, Eric Leeper, CFA outlines the key elements to creating a multi-generational business model and the do’s and don’ts of an effective succession strategy.

Live Q&A Session: Ask the experts your pressing questions on business continuity and leadership transition. Learn how the right succession strategy can transform your business into a sustainable, high-growth firm.